Wealth Management

Understanding our process is the first step in establishing our partnership. Through this process we will work together to help achieve your goals.

Scheduling an appointment - Call, E-mail, or fill out the appointment request form in the Contact Us section of our web site.

Introductory Meeting -During the introductory meeting we will get to know each other and discuss where your current financial situation is and what your goals are. In this meeting we will decide the most beneficial path to pursuing our relationship.

Plan Analysis - Depending on our assessment of the introductory meeting we will customize a financial plan to help fit your goals and needs.

Second Meeting -We will propose your customized plan and agree on the appropriate action.

First Review - We will schedule the first review 3-6 months after the initial investment to make sure everything is on track.

Annual Review - We require at least an annual review for all clients for the duration of our relationship. This will allow us to revise any goals and recustomize anything in your plan we see fit.